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iShares Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$385K +$317 +6 +0.1%
RCG
52
Ruane, Cunniff & Goldfarb
New York
$378K
LNC
53
Lincoln National Corp
Pennsylvania
$357K -$88.3K -1,671 -22%
TCA
54
Transcend Capital Advisors
New Jersey
$350K +$88.3K +1,671 +39%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$344K -$60.7K -1,149 -17%
Citigroup
56
Citigroup
New York
$336K -$53 -1 -0%
TW
57
Towerpoint Wealth
California
$336K +$53 +1 +0%
HighTower Advisors
58
HighTower Advisors
Illinois
$328K -$5.29K -100 -2%
MWP
59
Madison Wealth Partners
Wisconsin
$328K +$16.5K +313 +6%
PIA
60
Perennial Investment Advisors
California
$319K -$243K -4,588 -46%
EH
61
Equitable Holdings
New York
$291K +$3.6K +68 +1%
ATC
62
Argent Trust Co
Tennessee
$289K
NS
63
NBC Securities
Alabama
$276K -$37.6K -712 -13%
EFS
64
Essex Financial Services
Connecticut
$276K +$246K +4,657 New
SM
65
Sensible Money
Arizona
$274K +$245K +4,628 New
DI
66
DFPG Investments
Utah
$266K -$11.5K -217 -4%
SPC
67
Sigma Planning Corp
Michigan
$261K -$2.7K -51 -1%
Creative Planning
68
Creative Planning
Kansas
$243K +$264 +5 +0.1%
GWM
69
Geneos Wealth Management
Colorado
$241K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$219K
RCM
71
RMR Capital Management
California
$217K +$194K +3,665 New
SFG
72
Sage Financial Group
Pennsylvania
$202K +$180K +3,413 New
BC
73
Barrett & Company
Rhode Island
$183K -$60.7K -1,148 -27%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$161K +$42.3K +801 +42%
HI
75
Harbour Investments
Wisconsin
$160K -$15.9K -300 -10%